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Artwork for Liquid Assets: A Beverage Industry Podcast

Liquid Assets: A Beverage Industry Podcast

Rabobank
Alcohol Consumption
Inflation
Tariffs
Beverage Industry
Wine Industry
Rabobank
Spirits
Consumer Behavior
Distributor Agreements
Sipsource
Consumer Trends
Market Trends
Beer Distribution
Orange Juice
Public Health Messaging
Constellation Brands
Jenda
Ready-To-Drink (RTD) Brands
Bourbon
Citrus Greening

Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: research.rabobank.com/far/en/footer/disclaimer.html

PublishesTwice monthlyEpisodes131Founded8 years ago
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Business NewsNewsBusiness

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Artwork for Liquid Assets: A Beverage Industry Podcast

Latest Episodes

Wine supplies continue to outstrip demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers return to discuss the larger-than-(some)-expected 2025 California grape crush, the path to equilibrium in wine supply, and whether the costs of... more

In late March, Brown-Forman Corporation and Pernod Ricard confirmed they were in talks about a potential merger that would bring together giant brands like Jack Daniels, Herradura, Woodford Reserve, Jameson, Beefeater, Absolut, and Chivas Regal. It w... more

Many investors have abandoned the world of early-stage alcohol startups, leaving a gaping hole in the market. There is less money available to fuel startup growth, and potential buyers are demanding both scale and profitability, extending the time to... more

From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the downturn began. In this episode, Heaven Hill Chairman Max Shapira and President Kate Latt... more

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Recent Guests

Glenn Proctor
Partner at Ciatti, global wine and grape broker
Ciatti
Episode: Will the US wine industry ever recover from the current glut?
Jeff Bitter
President of Allied Grape Growers
Allied Grape Growers
Episode: Will the US wine industry ever recover from the current glut?
Burkhard Nesson
Industry commentator and episode regular
Episode: Will the US wine industry ever recover from the current glut?
Richard Withagen
Beverage Equities Analyst
Kepler Cheuvreux
Episode: Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Burkhard Nessen
Analyst and podcast host
Rabobank
Episode: Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Nick Papanicolaou
CEO and founder of No Sleep Beverage, investor and accelerator
No Sleep Beverage
Episode: The new world for venture capital
Jason Sherman
Co-founder and managing partner at Top Shelf Ventures
Top Shelf Ventures
Episode: The new world for venture capital
Max Shapira
Chairman of Heaven Hill
Heaven Hill
Episode: Heaven Hill on how to thrive in a downturn
Kate Latts
Co-President of Heaven Hill
Heaven Hill
Episode: Heaven Hill on how to thrive in a downturn

Hosts

Burkhard Nessen
Host and producer withRabobank; senior beverage analyst/strategist and Rabobank researcher.
Stephen Ranocleave
Global strategist for beverages with Rabobank; frequent on-air industry strategist and commentator.

Reviews

5.0 out of 5 stars from 172 ratings
  • Truly Enlightening

    “The capacity to learn is a gift, the ability to learn is a skill, the willingness to learn is a choice." - Albert Einstein

    Liquid Assets is a wonderful teacher and informant on the “TODAY” of Adult Beverage. The hosts are great and the episodes fly by. Truly enlightening.

    Apple Podcasts
    5
    Est.1969
    United Statesa year ago
  • Mandatory listening for Bev alc business professionals

    If you are serious about understanding the inside running on the biggest business drivers in Bev alcohol, this must be on your listening roster. Always insightful and balanced.

    Apple Podcasts
    5
    R. Hopkins
    United Statesa year ago
  • A Must for Alc Bev Professional

    I honestly haven’t heard of any C-suite Alc Bev Executive who’s NOT aware of this awesome and insightful podcast. Great variety of topics, thought-provoking, smart and sharp. If you’re in the industry (or want to get into Alc Bev) - follow and listen immediately.

    Apple Podcasts
    5
    Nikolai Zeinikov
    United States3 years ago
  • Loved the podcast with Danny Wirtz

    Super relatable podcast with Danny Wirtz really loved hearing about industry trends, and what’s on the horizon for Breakthru Beverage

    Apple Podcasts
    5
    Smiley5137
    United States3 years ago
  • Top notch insights

    All in on the Liquid Assets podcast: always on top of key industry trends and presented in a professional yet fun manner. Keep up the great work!

    Apple Podcasts
    5
    RobbKrist
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise depth of market analysis and practical insights for beverages.
Guests are described as knowledgeable with data-driven perspectives.
Show is viewed as essential for industry professionals seeking up-to-date trends and governance insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Q: Why might this deal make sense, and what are the key sources of value?
The guests discuss diversification across categories and geographies, the strong platform Pernod Ricard has in Asia, and potential revenue and cost synergies, particularly in procurement and fixed costs, that could be unlocked by a combined portfolio.
Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Q: What do we know so far about what's been announced about the deal?
Richard explains that both companies confirmed talks after initial leaks, and that the press releases are strikingly similar, signaling a real discussion with potential synergies but without quantified details yet.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: How does Breakthru plan to balance caution and excitement in new markets?
By approaching new challenges with careful planning and a commitment to stabilize their operational footprint, especially in large markets like California.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: What does the 'best athlete' strategy mean for suppliers?
It implies that brands are prioritizing top-performing wholesalers in specific markets to enhance growth and execution.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: How is Breakthru adapting to industry challenges?
Breakthru is focusing on resilience and core business fundamentals while looking for growth opportunities in a challenging environment.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A high-caliber business-focused show analyzing trends, markets, and strategy in the beverage sector. Episodes frequently cover distribution dynamics, M&A activity, regulatory changes, and innovation across wine, beer, spirits, and RTD categories, often featuring industry leaders and experts who bring data-driven insights and practical perspectives. Listeners can expect deep dives into supply chains, three-tier dynamics, and the evolving regulatory landscape, with a mix of strategic commentary and real-world storytelling from operators, distributors, lawyers, and analysts. The show is noted for rigorous research, candid industry critique, and a knack for translating complex market moves into actionable takeaways for professionals, brands, an... more

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3. EconTalk
4. Making Sense with Sam Harris
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this podcast launched 8 years ago and published 131 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Glenn Proctor
2. Jeff Bitter
3. Burkhard Nesson
4. Richard Withagen
5. Burkhard Nessen
6. Nick Papanicolaou
7. Jason Sherman
8. Max Shapira

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